Steve Curley, CFA


Steve Curley, CFA, is chief investment officer and a principal at WaterOak Advisors, a fee-only wealth management firm headquartered in Winter Park, Florida. The firm and its principals have received national recognition, including the Barron’s Top 100, Forbes Top 200, and Financial Times Top 300 rankings. As CIO, Mr. Curley is the head of the firm’s investment committee and is responsible for all of the firm’s investment strategies. His duties also include providing leadership and direction to the firm. Mr. Curley was ranked by Forbes in 2017 and 2018 as a Top Next-Gen Wealth Advisor. He serves as a board member of CFA Society Orlando and is a NAPFA-registered adviser and a CFP certificant. Mr. Curley holds an MBA from University of Central Florida.